According to @KookCapitalLLC, 'pump' is positioned as a proxy for the entire meme cycle, analogous to buying the meme supercycle versus owning a single NFT like CryptoPunks for the NFT cycle (source: @KookCapitalLLC on X, Sep 7, 2025). According to @KookCapitalLLC, the trade plan is to sell half of the position when the valuation hits 10 billion, keeping a remainder as a moonbag to let 'alon' attempt to overtake Web2 social media giants (source: @KookCapitalLLC on X, Sep 7, 2025). According to @KookCapitalLLC, the intended accumulation zone is a 1–2 billion valuation during a deep bear market when sentiment declares memes, ccm, and pump dead (source: @KookCapitalLLC on X, Sep 7, 2025). According to @KookCapitalLLC, these levels frame a clear, rules-based approach: accumulate at 1–2 billion and take partial profits at 10 billion while treating 'pump' as sector exposure to the meme supercycle (source: @KookCapitalLLC on X, Sep 7, 2025).

According to KookCapitalLLC, they achieved a 6x growth in their trading account during the bull market by capitalizing on the meme supercycle. They reported achieving new all-time highs across all measurable metrics through strategic early entry in fall 2023 and timely exit strategies. This demonstrates the importance of understanding market trends and the impact of timing in cryptocurrency trading.

According to KookCapitalLLC, despite Bitcoin reaching a price of $84,000, there is a market panic due to many traders not holding Bitcoin. KookCapitalLLC suggests that the panic is linked to traders investing in the 'meme supercycle' rather than holding Bitcoin, and implies that savvy investors exited the market months ago. The commentary underscores the importance of holding Bitcoin rather than engaging in speculative cycles for long-term gains.